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Capital Advisors Inc’s Tortoise North American Pipeline ETF TPYP Stock Holding History

Capital Advisors Inc’s Portfolio TPYP Stock Details TPYP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-10,004
Closed -$222K – 277
2021
Q4 		$222K Buy
+10,004
New +$227K 0.01% 232

Other funds holding TPYP

AT
Arvest Trust Bartlesville, Oklahoma $1.68B AUM 14.24% 1-Year Est. Return
BB
Busey Bank Urbana, Illinois $3.68B AUM 26.6% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Capital Advisors Inc's TPYP Position: Q1 2022 in Review

Capital Advisors Inc sold out of Tortoise North American Pipeline ETF (TPYP) in Q1 2022, closing a stake of 10,004 shares — an estimated $222K sold.

Capital Advisors Inc first reported a position in TPYP in Q4 2021 and held it in 1 quarter. The position peaked at $222K in Q4 2021. 83 funds tracked by Wall St. Rank hold TPYP as of Q1 2022.

  • Capital Advisors Inc reported no remaining Tortoise North American Pipeline ETF position as of Q1 2022 after selling out during the quarter.
  • Capital Advisors Inc sold 10,004 Tortoise North American Pipeline ETF shares in Q1 2022, an estimated $222K.
  • Capital Advisors Inc first reported a position in Tortoise North American Pipeline ETF in Q4 2021 and held it in 1 quarter.
  • Capital Advisors Inc's Tortoise North American Pipeline ETF position peaked at $222K in Q4 2021.
  • 83 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q1 2022.

Based on Capital Advisors Inc's 13F filing for Q1 2022, filed 5 May 2022.